Advisors at this firm
Charles R
CFP®, Series 65
Shelbyville, KY
Illuminate Wealth Management
Charles Reader is a CFP® and holds a Series 65 license with 10 years of experience in financial planning and investment management. He is currently the sole advisor at Illuminate Wealth Management, having previously worked at Different By Design Financial Planning and several other firms. Illuminate Wealth Management serves individuals, families, and small businesses, offering discretionary portfolio management, financial planning, and tailored services such as a virtual family office and virtual CFO engagements. The firm emphasizes fundamental analysis, diversified portfolios, and coordination with external specialists to provide comprehensive wealth management solutions.
Benjamin H
CFP®
Barrington, IL
Illuminate Wealth Management
Benjamin Hockema is a CFP® professional with 13 years of industry experience. He is the sole advisor at Illuminate Wealth Management, where he has worked since 2020. Prior to that, he spent eight years at Deerfield Financial Advisors, Inc. Illuminate Wealth Management serves individuals, families, and small businesses, providing discretionary portfolio management, financial planning, and specialized services such as virtual family office and virtual CFO engagements. The firm’s investment approach emphasizes fundamental analysis and diversified portfolio construction across multiple asset classes, supported by a network of external consultants and boutique partners.
Jefferson C
CFP®
Houston, TX
Illuminate Wealth Management
Jefferson Chan is a CFP® affiliated with Illuminate Wealth Management in Houston, TX, with experience spanning roles at Illuminate Wealth Management, WorthyNest, and Baker Hughes. He also operates Frontier Tax Advisory LLC, providing private tax preparation services on a seasonal basis. Illuminate Wealth Management serves individuals, families, and small businesses, offering discretionary portfolio management, financial planning, and specialized services such as a virtual family office and virtual CFO engagements. The firm employs a fundamental, research-driven investment approach and coordinates multi-disciplinary external specialists to provide comprehensive wealth management solutions.
